Purchases and Sales Made in Q3 2024 in Vanguard Mid Cap Value Index F (VOE)
This table provides information about the institutional ownership of Vanguard Mid Cap Value Index F (VOE) during Q3 2024. The information is specifically focused on institutions that hold shares of VANGUARD MID-CAP VALUE INDEX F.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-552- 26.99% |
$82.3K - $92.6K
|
1.49K
$248K
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-563- 2.89% |
$83.9K - $94.4K
|
18.9K
$3.14M
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-570- 14.98% |
$84.9K - $95.6K
|
3.24K
$538K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-571- 3.05% |
$85.1K - $95.7K
|
18.1K
$3.01M
|
|
|
May 30, 2025
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-578- 10.36% |
$86.1K - $96.9K
|
5K
$831K
|
|
|
May 29, 2025
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-578- 10.36% |
$86.1K - $96.9K
|
5K
$831K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-579- 3.99% |
$86.3K - $97.1K
|
14K
$2.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-581- 1.46% |
$86.6K - $97.4K
|
39.1K
$6.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-608- 10.59% |
$90.6K - $102K
|
5.13K
$853K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-613- 1.09% |
$91.3K - $103K
|
55.6K
$9.24M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-624- 14.56% |
$93K - $105K
|
3.66K
$609K
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-635- 1.2% |
$94.6K - $106K
|
52.5K
$8.72M
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-653- 1.75% |
$97.3K - $109K
|
36.6K
$6.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-677- 1.34% |
$101K - $114K
|
49.9K
$8.29M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-694- 3.47% |
$103K - $116K
|
19.3K
$3.21M
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-710- 60.94% |
$106K - $119K
|
455
$75.6K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-713- 0.28% |
$106K - $120K
|
254K
$42.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-719- 3.86% |
$107K - $121K
|
17.9K
$2.98M
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-728- 1.69% |
$108K - $122K
|
42.3K
$7.03M
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-767- 0.77% |
$114K - $129K
|
98.6K
$16.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-781- 3.0% |
$116K - $131K
|
25.2K
$4.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-803- 39.46% |
$120K - $135K
|
1.23K
$205K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-814- 19.69% |
$121K - $136K
|
3.32K
$552K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-814- 19.81% |
$121K - $136K
|
3.3K
$548K
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-817- 1.74% |
$122K - $137K
|
46.2K
$7.68M
|
|
|
Oct 18, 2024
Q3 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-821- 1.37% |
$122K - $138K
|
59.2K
$9.84M
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-837- 19.97% |
$125K - $140K
|
3.35K
$557K
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-849- 0.81% |
$127K - $142K
|
104K
$17.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-856- 2.83% |
$128K - $144K
|
29.4K
$4.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-861- 1.09% |
$128K - $144K
|
78.2K
$13M
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-864- 1.68% |
$129K - $145K
|
50.6K
$8.41M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-868- 0.24% |
$129K - $146K
|
365K
$60.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-885- 2.7% |
$132K - $148K
|
31.9K
$5.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-927- 48.41% |
$138K - $155K
|
988
$164K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-961- 0.97% |
$143K - $161K
|
98.3K
$16.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-992- 11.69% |
$148K - $166K
|
7.49K
$1.25M
|
|
|
Oct 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-992- 1.35% |
$148K - $166K
|
72.7K
$12.1M
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1K- 39.26% |
$149K - $168K
|
1.55K
$257K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.01K- 1.73% |
$150K - $169K
|
57.3K
$9.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-1.05K- 4.61% |
$156K - $176K
|
21.7K
$3.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.06K- 1.71% |
$158K - $178K
|
61.2K
$10.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-1.08K- 9.5% |
$161K - $181K
|
10.3K
$1.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-1.08K- 8.58% |
$161K - $181K
|
11.5K
$1.91M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.12K- 17.93% |
$167K - $188K
|
5.14K
$854K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-1.14K- 33.72% |
$170K - $192K
|
2.25K
$373K
|
|
|
Nov 12, 2024
Q3 2024
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-1.14K- 0.74% |
$170K - $192K
|
154K
$25.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-1.16K- 44.36% |
$173K - $194K
|
1.46K
$242K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-1.17K- 4.46% |
$175K - $197K
|
25.2K
$4.18M
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-1.18K- 8.93% |
$176K - $198K
|
12K
$2M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.2K- 0.93% |
$178K - $201K
|
127K
$21.1M
|